Member Services Service Executive I

Velera; United States; Remote; USD 68,000 - 86,000; Full time

Benefits offered by this job

Medical with telemedicine

Dental and Vision

401k with employer match

PTO and holidays

Life Insurance

Job summary

Velera is seeking a Service Executive I to build and improve client relationships and ensure timely resolutions of operational issues. You will be the primary contact for contact center services, manage programs, and collaborate with account executives to address renewals and upsell opportunities.

The role requires expert knowledge, critical thinking, and the ability to analyze and implement improvements across client portfolios while delivering exceptional service.

Qualifications

• Five years of client relationship experience in financial services or contact centers.
• Proven ability to manage client expectations and drive outcomes.
• Excellent written and verbal communication and collaboration skills.

Responsibilities

• Build and maintain strong client relationships and ensure timely resolutions.
• Deliver consultative guidance and operational direction for client initiatives.
• Prepare and deliver business reviews and client account plans.
• Coordinate with internal teams to ensure timely, accurate outcomes.
• Identify opportunities for upsell/cross-sell and contract renewals.

Skills

Client relationship management

Consultative mindset

Education

Bachelor’s degree in related field

Job description

Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity

The Member Services Service Executive I is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive is the point of contact for the Contact Center Services & Solutions product and LOB credit unions and clients, managing all programs and products specific to the contact center. The Service Executive must exceed all client expectations and must be intimate with respect to their unique set up, business goals, and strategy. The behavior and results of the Service Executive are vital. This includes leveraging a consultative approach to direct operational activities to ensure each client’s overall business objectives are achieved. This role requires expert knowledge, critical thinking and the ability to complete program analysis and successful implementations by collaborating with organizational support across Velera and external service partners. The Service Executive is an integral component of the sales cycle. As such, the Service Executive must collaborate with the Account Executive to ensure that contract renewals and upsell/cross-sell opportunities are optimally addressed. The Service Executive will achieve these goals by proactively recognizing client needs and concerns. The Service Executive is responsible for delivering exceptional service and cultivating relationships with key client personnel and executives. The Service Executive will achieve these goals by developing and executing service account plans, managing operational requests and projects to ensure timeliness, accuracy and quality. The Service Executive must help portray Velera as being easy to do business with as well as exceed their clients’ perception of VELERA value. The Service Executive must possess exceptional written and verbal customer contact skills and can manage a book of business comprised of diverse, sophisticated, complex clients. The Service Executive is responsible to make sound business decisions that may be outside of established parameters. The Service Executive must work under minimal supervision to drive an optimal client experience.

Day in the Life

• Responsible for supporting high-tier clients or other clients based on business need.
• Proactively communicate the status and/or resolution to the client in written, verbal and/or visual form.
• The Service Executive will be required to meet with clients at Velera campuses, client corporate offices and/or virtual meetings as necessary to build strong client relationships.
• The Service Executive will be responsible for the unilateral creation of material necessary to support client meetings. Complete process audits to identify and recommend improvement opportunities.
• Maintain CRM records for all assigned clients to include meeting activity and relationship details.
• Maintain extensive knowledge of operational applications and systems used by their assigned client.
• Continued training on new products and services.
• Required in-depth knowledge and the ability to be proactive, consultative and advocate on behalf of the client.
• Identify strategic operational opportunities that ensure client business objectives are met and performance metrics of payment portfolios are maximized.
• Establish, solidify and own strong operational account relationships that result in excellent client satisfaction scores as reflected in periodic surveys; act as primary consultant for client for operational initiatives and issue resolutions. Develop and implement action plan for improvement until issues resolved.
• Maintain a thorough understanding of complex regulations, and compliance requirements and how each relates to assigned client. Interpret policies and operational practices.
• Maintain extensive understanding of contractual Service Level Agreements (SLA) requirements and Key Performance Indicators (KPI) for all clients.
• Function as the client’s operational relationship consultant and act as their advocate, exercising discretion and independent judgment in resolving complex operational and product issues.
• Make sound business decisions that may be outside of established parameters by demonstrating an appropriate sense of urgency by continually monitoring and communicating the status and/or resolution to the client in written, verbal and/or visual form.
• Consult and advise with various partners, all Velera business units and the client by providing ongoing communication between all parties to ensure timely resolution of the client’s operational needs.
• Independently evaluate courses of action through extensive research and analysis on complex high-monetary risk product/service requests ensuring client’s objectives are met, preventing potential financial liability and preserving positive client relationship.
• Deliver consultative guidance and operational direction on all various initiatives such as solution campaigns, product migration projects, global card portfolio modifications and communications on new and existing products, services, mergers, and account compromise events.
• Establish and manage client expectations with regard to complex system functionality on multiple platforms, compliance and timeframes as well as keeping client apprised of significant operational system modifications or issues.
• Actively review client operational landscape and determine, develop, and implement new and creative approaches to drive strategic initiatives.
• Identify sales opportunities and partner with the Client Growth Executive in the execution of new products and services. Assist in securing up-sale/cross-sell opportunities.
• Function as client’s primary point of contact for issue escalation with Velera and with all vendor partners.
• Partner with Client Growth Executive in cultivating and preserving a positive account relationship.
• Interact positively and professionally in all interactions with Velera staff, clients, and business constituents.
• Maintain current knowledge of payment industry trends and innovation, Velera products and solutions, of card services, digital support, payments, the VELERA contact center and the industry related to Visa, MasterCard, FDR, Velera, partners and competitors.
• In conjunction with assigned Client Growth Executive, serve as liaison for product implementations, program start‑ups, and other matters of significance as necessary; maintain a close working relationship with internal departments to ensure smooth and open communications.
• Support and interact with client CEO and Operational contacts.
• Required to be available after hours, weekends and holidays to support client needs.
• Prepare and deliver consistent business review presentations and lead client account plan review meetings based on client segmentation requirements.
• Perform other duties as assigned.

Qualifications

• Bachelor’s Degree in related field or combination of education and relevant experience required.
• Five (5) years in a client relationship experience within the financial service or contact center industry required.
• Two (2) years of experience within Client Service Delivery at Velera or similar role within the industry servicing accounts or clients is required.

About Velera

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Pay Equity

$67,700.00 - $86,300.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages
• Medical with telemedicine
• Dental and Vision
• Basic and Optional Life Insurance
• Paid Time Off (PTO)
• Maternity, Parental, Family Care
• Community Volunteer Time Off
• 12 Paid Holidays
• Company Paid Disability Insurance
• 401k (with employer match)
• Health Savings Accounts (HSA) with company provided contributions
• Flexible Spending Accounts (FSA)
• Supplemental Insurance
• Mental Health and Well-being: Employee Assistance Program (EAP)
• Tuition Reimbursement
• Wellness program
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following “EEO is the Law” Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here. For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [e-mail] for assistance.